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INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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INVESTMENT
Showing 391 publications
Investment
La crescita futura è nei mercati emergenti
January 2024
La crescita futura è nei mercati emergenti Nonostante le difficoltà affrontate per tutto il 2023, i mercati azionari…
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Investment
Gavekal macro view – Three scenarios for a new era of high interest rates
January 2024
Three scenarios for a new era of high interest rates After a year that surprised most investors by…
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Investment
Chart of the Month – Time to invest in midcaps in the us equity market
January 2024
Chart of the Month - Time to invest in midcaps in the us equity market The investment…
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Investment
Quarterly Investment Review – Q4 2023
January 2024
Quarterly Investment Review - Q4 2023 “The Middle East region is quieter today than it has been for…
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Investment
December General Market Comments
December 2023
December General Market Comments “Muy tranquilo” – Gramatik, 2010. 2023 has come to an end, “Muy Tranquilo” in…
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Investment
Chart of the Month – Lessons from the past
December 2023
Chart of the Month - Lessons from the past Which answer would you give to that question: “what…
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Investment
November General Market Comments
December 2023
November General Market Comments “The Lifeboat Party” – Kid Creole and the Coconuts, 1983. During tumultuous times, high…
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Investment
NS Webinar – Global Equities: finding the right blend between “growth” and “value”
November 2023
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Investment
US economy: landing at last?
November 2023
US economy: landing at last? At the beginning of the year, there were fears of a sharp slowdown,…
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Investment
October General Market Comments
November 2023
October General Market Comments “Bitter Sweet Symphony” – The Verve, 1997. Markets have been playing us this bitter…
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Investment
Chart of the Month – The game changer
November 2023
Chart of the Month - The game changer October saw further deterioration in market sentiment with…
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